From longbridge
Account-level analysis via Longbridge — total market value, cash share, period P&L, single-stock contribution ranking, industry distribution, currency exposure, historical P/L curve. Requires longbridge login with trade scope. Triggers: "我账户表现", "我本月浮盈", "我哪只股票贡献最多", "我组合配置", "我货币暴露", "我账户行业分布", "账户全貌", "我賬戶表現", "我本月浮盈", "我哪隻股貢獻最多", "我貨幣暴露", "我賬戶行業分佈", "my account performance", "monthly P&L", "biggest contributor", "portfolio breakdown", "currency exposure", "industry mix", "account-level analysis".
npx claudepluginhub longbridge/skills --plugin longbridgeThis skill uses the workspace's default tool permissions.
Prompt-only skill for **account-level** analysis. Distinguished from `longbridge-positions` (snapshot lookup): this skill answers *"how am I doing"*, not *"what do I hold"*.
Guides Next.js Cache Components and Partial Prerendering (PPR): 'use cache' directives, cacheLife(), cacheTag(), revalidateTag() for caching, invalidation, static/dynamic optimization. Auto-activates on cacheComponents: true.
Guides building MCP servers enabling LLMs to interact with external services via tools. Covers best practices, TypeScript/Node (MCP SDK), Python (FastMCP).
Share bugs, ideas, or general feedback.
Prompt-only skill for account-level analysis. Distinguished from longbridge-positions (snapshot lookup): this skill answers "how am I doing", not "what do I hold".
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
Privacy: returns the user's private P&L. Only render detailed numbers in direct conversation; if you suspect screen-sharing or third-party observation, ask before showing exact figures. Never echo amounts into PR descriptions, tickets, or other places third parties can read.
This skill requires a logged-in session with trade scope:
longbridge auth login # check "trade" / 「交易」 permission in the browser auth screen
If using MCP fallback and a tool returns unauthorized / not in authorized scope, re-authorise:
claude mcp logout longbridge
# Re-trigger any MCP tool call; check "trade" / 「交易」 permission.
By default, treat 我 / me / my account as all-account aggregate. If the user explicitly says "我的港股账户" / "my US sub-account", restrict to that sub-account.
| Phrase | Window |
|---|---|
| 本月 / this month | first day of this month → today |
| 本周 / this week | this Monday → today |
| 近 30 天 / past 30 days | today-30 → today |
| 今年 / YTD | Jan 1 → today |
| 全部 / since opening / no time | use profit_analysis defaults (typically since account opening) |
LLM uses today's date from system context.
| User intent | Tools |
|---|---|
| Full portfolio overview | profit_analysis + stock_positions + account_balance (combo) |
| This month's P&L | profit_analysis(start=2026-04-01, end=2026-04-28) |
| Biggest contributors | profit_analysis_detail + stock_positions |
| Currency exposure | account_balance + exchange_rate |
| Industry distribution | stock_positions + per-symbol static_info (industry field) |
Run longbridge <subcommand> --help to verify exact flags. Example for "我本月账户表现" (run concurrently):
longbridge profit-analysis --start 2026-05-01 --end 2026-05-06 --format json
longbridge profit-analysis detail --start 2026-05-01 --end 2026-05-06 --format json
longbridge assets --format json
longbridge positions --format json
longbridge exchange-rate --format json
Confirm trade-scope login (see Login section).
Decide the time window (table above) and the toolset (table above).
Run CLI commands concurrently (see CLI section). If longbridge is not installed, fall back to MCP.
Convert FX to USD-equivalent yourself (use exchange_rate from the same call day) — profit_analysis may return mixed currencies.
Render the 4-section structure. Cite Longbridge Securities. End with the not-investment-advice disclaimer.
My account performance — Source: Longbridge Securities; period YYYY-MM-DD ~ YYYY-MM-DD
[1. Overview]
- Total NAV (USD-equivalent): $X
- Cash: $X (Y% of NAV)
- Holdings: $X (Y% of NAV)
- Period P&L: +$X (+Y%)
[2. Currency exposure]
- USD: $X
- HKD: HK$X (≈ $X USD)
- CNY: ¥X (≈ $X USD)
- SGD: S$X (if held)
[3. Single-stock contribution (this period)]
| Symbol | Name | P&L (USD-eq) | Share |
|---|---|---:|---:|
| NVDA.US | NVIDIA | +$5,200 | 42% |
| 700.HK | 腾讯 | +$3,100 | 25% |
| TSLA.US | Tesla | -$1,800 | -15% |
| ... | ... | ... | ... |
[4. Industry distribution] (stock_positions × static_info industry field, by market value)
- 半导体 / Semiconductors: 35%
- 互联网 / Internet: 20%
- ...
⚠️ 以上数据仅供参考,不构成调仓建议。/ 以上數據僅供參考,不構成調倉建議。/ For reference only. Not rebalancing advice.
(Translate into the user's language.)
Industry distribution requires static_info per symbol (N positions = N calls). When a user holds ≥ 30 names:
Same for the contribution ranking — list the top 10 (mix of leaders and laggards) by default; do not flood with the full position book.
≈.| Situation | Reply |
|---|---|
command not found: longbridge | Fall back to MCP; if MCP also unavailable, tell user to install longbridge-terminal. |
stderr not logged in / unauthorized | Tell user to run longbridge auth login with trade permission. |
profit-analysis returns empty | "{window}: no recorded P&L (account had no positions or no trades)." |
assets returns one currency | Skip the multi-currency section; show that one currency. |
positions returns empty | Skip sections 3 + 4; show cash-only overview. |
If longbridge CLI is not installed (command not found), use MCP tools instead:
| MCP tool | CLI equivalent | Scope |
|---|---|---|
mcp__longbridge__profit_analysis | longbridge profit-analysis | trade |
mcp__longbridge__profit_analysis_detail | longbridge profit-analysis detail | trade |
mcp__longbridge__stock_positions | longbridge positions | trade |
mcp__longbridge__account_balance | longbridge assets | trade |
mcp__longbridge__fund_positions | longbridge fund-positions | trade |
mcp__longbridge__exchange_rate | longbridge exchange-rate | quote |
mcp__longbridge__static_info | longbridge static | quote |
MCP setup: claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp (trade scope required).
longbridge-positionslongbridge-quote, longbridge-valuation, longbridge-fundamentallongbridge-newslongbridge-valuation + longbridge-fundamental for a fuller picture.longbridge-portfolio/
└── SKILL.md # prompt-only, no scripts/